Contact Us

We want to hear from you. Use this form to contact us. 

 

535 Mission Street
San Francisco, CA, 94105

415 494 8262

We are a team of fee-based CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals committed to transparency and the fiduciary standard of care. Our relationship-based, comprehensive approach to wealth management and financial planning is designed to create and conserve wealth while providing our clients with financial peace of mind and an increased quality of life.

Ryan Cole_Briene lermitte-7.jpg

The Citrine Difference

Can choosing the right financial advisor in San Francisco make a difference? The Citrine difference can work for you.

THE CITRINE DIFFERENCE

———————

Comprehensive Wealth Management
Our comprehensive approach to wealth management targets four key areas: protection, savings, growth and taxes. This holistic approach is designed to free up our clients' time and provide them with financial peace of mind, resulting in an increase in quality of life.

A Long-Term, Relationship Based Approach
We believe in a long-term, relationship-based approach to wealth management and financial planning. We help clients implement, monitor and manage their financial plan over the long-term, and we pride ourselves on being available for our clients whenever they need us. 

Fee-Only Advisory Model
We do not receive compensation of any kind (commissions, awards etc.) from anyone except our clients. Because of this our clients can be assured that our advice is objective and unbiased, and thus aligned entirely with their interests.

Technology
We use cutting edge technology to make the financial planning process convent and painless. We offer both virtual and in person meetings, and our web-based wealth management platform makes it simple for our clients to view their accounts and progress from anywhere. This includes the ability to run dynamic financial models from home.

Transparency
There are no hidden agendas, hidden fees or proprietary products at Citrine Capital. Our transparent, straightforward and down to earth approach exemplifies the future of financial planning and wealth management.

A Fiduciary Duty
As CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals and Investment Advisor Representatives we have a legal fiduciary duty to act solely in the best interest of our clients.